UBS Group
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UBS Group’s AlTi Global ALTI Stock Holding History

UBS Group’s Portfolio ALTI Stock Details ALTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$613K Sell
169,298
-20,480
-11% -$86.5K ﹤0.01% 5933
2025
Q4 		$881K Sell
189,778
-308,307
-62% -$1.27M ﹤0.01% 5687
2025
Q3 		$1.77M Sell
498,085
-17,780
-3% -$73.7K ﹤0.01% 5065
2025
Q2 		$2.14M Buy
515,865
+211,359
+69% +$729K ﹤0.01% 4752
2025
Q1 		$926K Sell
304,506
-120,292
-28% -$431K ﹤0.01% 5340
2024
Q4 		$1.87M Buy
424,798
+408,705
+2,540% +$1.73M ﹤0.01% 4778
2024
Q3 		$60.2K Buy
16,093
+5,707
+55% +$24.6K ﹤0.01% 6695
2024
Q2 		$54.1K Sell
10,386
-18,306
-64% -$88K ﹤0.01% 6631
2024
Q1 		$162K Sell
28,692
-1,569
-5% -$9.68K ﹤0.01% 5987
2023
Q4 		$265K Buy
30,261
+15,824
+110% +$119K ﹤0.01% 5590
2023
Q3 		$100K Buy
14,437
+10,782
+295% +$79.9K ﹤0.01% 5830
2023
Q2 		$28K Buy
3,655
+3,296
+918% +$23.1K ﹤0.01% 6747
2023
Q1 		$4.5K Sell
359
-70
-16% -$705 ﹤0.01% 8179
2022
Q4 		$4.68K Sell
429
-1,454
-77% -$14.5K ﹤0.01% 9297
2022
Q3 		$19K Buy
1,883
+355
+23% +$3.51K ﹤0.01% 7446
2022
Q2 		$15K Sell
1,528
-1,259
-45% -$12.4K ﹤0.01% 7273
2022
Q1 		$28K Buy
+2,787
New +$27.5K ﹤0.01% 7059
2021
Q3 		– Sell
-348
Closed -$3K – 9484
2021
Q2 		$3K Buy
+348
New +$3.38K ﹤0.01% 8774

Other funds holding ALTI

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group's ALTI Position: Q1 2026 in Review

UBS Group reduced its AlTi Global (ALTI) stake by 11% in Q1 2026, selling an estimated $86.5K and leaving 169,298 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #5933.

UBS Group first reported a position in ALTI in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.14M in Q2 2025. 83 funds tracked by Wall St. Rank hold ALTI as of Q1 2026.

  • UBS Group held 169,298 shares of AlTi Global worth $613K as of Q1 2026.
  • UBS Group sold 20,480 AlTi Global shares in Q1 2026, an estimated $86.5K.
  • AlTi Global made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5933 holding.
  • UBS Group first reported a position in AlTi Global in Q2 2021 and has held it in 18 quarters since.
  • UBS Group's AlTi Global position peaked at $2.14M in Q2 2025.
  • 83 funds tracked by Wall St. Rank held AlTi Global as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.